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Before anyone says , I'm not suggesting we are listed on the FTSE ,AIM is worse!
The UK market is an ass, that's why many companies are leaving the UK. The FTSE doesn't even track the Dow now like it used to in the 90's. The FTSE is way below the valuation of the Dow.
The only time TRX will be valued correctly is if a takeover happens , otherwise UK hasn't a clue how to value anything.
I think that is the key point - I thought for many years they would have to raise again when they expanded and they have now ruled that out. Not only is that almost unique in an AIM share it also confirms management's confidence in themselves, their employees and the business
The report suggests that we are well undervalued ... well done Sherlock
Sorry, the No was about the £4 exit strategy
No
For three years I have held this share. So far I have nothing to show. The sp is moribund. However I do believe that the sun will come out tomorrow.... Its just a matter of living long enough to enjoy it. Talk over 2 pounds or four is just idle dreaming...Sometimes though dreams come true
I think most holders here would be delighted with a £2 share price even if that takes 2, 3, 4 years?
20% continual growth in revenues will make biotech funds sit up and take notice, just need one/two to start nibbling away at the shares for momentum to build.
Just glad we don't need to raise equity as numerous companies in the sector are having to take big haircuts on SP or choosing to delist entirely.
£4 exit strategy in 2 years? Is that what they've said? Not wanting to be confrontational, I haven't done much reading up on here, just genuinely curious :-)
The Board and the nature of the institutional investors know the value of what is being created. £4 exit strategy in 2years.
The Hardman report suggests a fair value of £1.77 per share!
A bit of a hidden gem this one. Have high hopes for this and hVIVO after getting my backside kicked with DeepVerge. Been here a long time and happy to wait a bit longer!!
Sadly not a lot of interest.
Poetically put and totally agree
Like a fine bottle of Champagne, the cork is being eased out and when it’s ready it will pop. All the right things being done by management, institutions seeing the value which only reduces the free float meaning when this company’s value is realised it will fly.
Founded in 1796, Lombard Odier is the oldest private bank in Geneva and one of the largest in Switzerland and in Europe ... sounds good to me. LH&K Mafuta
Good to see Lombard Odier steadily increasing their stake: 10.01% last year, 10.75% in February, now 11.03%
Were they a buy at 73?
I haven't sold any , I thought I made my stance clear?
This time the top was 73 , it was pretty obvious even to a fool like me.
If you couldn't see that then don't ask.
Just now, I'd rate them a buy. It's a very thinly traded stock, and the share price always drops after results as the short term traders unload their speculative holdings. It'll drift up again in the coming months to a new high prior to the next trading update in July. Thereafter, falling back again - unless, of course, there's some really good news in the update, in which case you'd kick yourself for having sold too early :-)
If you do spot a high again, please let us all know before it passes ;-)
I feel your pain, but be patient. This will either re-rate during this year, be taken over or be taken private (I hope not the latter). The small market cap and low volumes does make it difficult for II. A duel Nasdaq listing would be good, but I’m not sure what hurdles need to be overcome for that.
Totally agree. I just hold them and wait...
Probably a hold but for better or worse I am holding what is a significant holding for the long term - been nothing but good news. With reg applications in, distribution centre approved in Ireland, new products in a growing market (my wife works in orthopeadics and says very much part of the future) as long as they control cost this will at some point fly imo but best of all unlike many aim shares I have not lost a nights sleep on this one - quite the opposite
Are shares actually a "hold" now? It would seem not. I can't be bothered as I'm at work everyday , but surely the way to make money now is to trade the highs.
I really cannot see the point of tying money up in growing companies when the sp doesn't grow with it.
On another note , if I were selling those 10k chunks , I think I would have two weeks ago at 70+p!
From those who watched the investor presentation...were there any particular insights that struck you?. ...(not sure if worth watching as read the report/have seen the last few presentations?). Thank you.